Institutional Ownership World Gold Trust (GLDM)
This table provides information about the institutional ownership of World Gold Trust (GLDM). We have compiled data on the 384 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $4.79 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 19, 2024 Q1 2024 |
13,800,000
shares
|
$636 Million
0.42% of portfolio
|
Q4 2023
Reduced 10.39%
|
|
Evoke Wealth, LLC
|
May 15, 2024 Q1 2024 |
6,263,652
shares
|
$289 Million
8.22% of portfolio
|
Q1 2024
Reduced 1.45%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
5,882,449
shares
|
$271 Million
0.02% of portfolio
|
Q1 2024
Reduced 6.33%
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
5,859,730
shares
|
$270 Million
7.19% of portfolio
|
Q3 2022
Added 2.32%
|
|
Asset Management One Co., Ltd.
|
May 02, 2024 Q1 2024 |
3,741,148
shares
|
$172 Million
0.64% of portfolio
|
Q1 2024
Added 13.63%
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
3,640,212
shares
|
$168 Million
19.14% of portfolio
|
Q3 2022
Added 3.58%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,150,116
shares
|
$145 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.17%
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Apr 09, 2024 Q1 2024 |
2,623,000
shares
|
$121 Million
1.71% of portfolio
|
Q1 2024
Added 1917.69%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
2,372,408
shares
|
$109 Million
0.03% of portfolio
|
Q1 2024
Added 8.7%
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
2,372,363
shares
|
$109 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
3 Edge Asset Management, LP
|
May 08, 2024 Q1 2024 |
2,261,156
shares
|
$104 Million
9.66% of portfolio
|
Q1 2024
Added 71.59%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
2,231,970
shares
|
$103 Million
0.11% of portfolio
|
Q1 2024
Added 61.16%
|
|
Toroso Investments, LLC
Massapequa, NY |
May 15, 2024 Q1 2024 |
1,860,526
shares
|
$85.8 Million
1.46% of portfolio
|
Q1 2024
Added 1.91%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,663,144
shares
|
$76.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 41.29%
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 07, 2024 Q1 2024 |
1,619,713
shares
|
$74.7 Million
4.62% of portfolio
|
Q1 2024
Added 7.89%
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
1,524,178
shares
|
$70.2 Million
1.19% of portfolio
|
Q1 2024
Added 0.46%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,515,713
shares
|
$69.9 Million
0.04% of portfolio
|
Q1 2024
Added 3.56%
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2024 Q1 2024 |
1,496,830
shares
|
$69 Million
10.57% of portfolio
|
Q1 2024
Added 3.37%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
1,385,815
shares
|
$63.9 Million
1.11% of portfolio
|
Q1 2024
Added 84.89%
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
1,337,551
shares
|
$61.6 Million
1.66% of portfolio
|
Q1 2024
Reduced 3.75%
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
1,230,363
shares
|
$56.7 Million
1.39% of portfolio
|
Q1 2024
Added 4.15%
|
|
Mirae Asset Global Investments Co., Ltd.
|
May 01, 2024 Q1 2024 |
1,146,264
shares
|
$52.8 Million
0.09% of portfolio
|
Q1 2024
Reduced 3.29%
|
|
Hollow Brook Wealth Management LLC
|
May 15, 2024 Q1 2024 |
1,131,198
shares
|
$52.1 Million
18.43% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
952,287
shares
|
$43.9 Million
0.01% of portfolio
|
Q1 2024
Added 26.86%
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
May 02, 2024 Q1 2024 |
916,810
shares
|
$42.3 Million
0.51% of portfolio
|
Q1 2024
Added 5.26%
|